David Rolfe - Wedgewood Partners
As of Q2 2026, David Rolfe reported 18 long-equity positions worth $484.43M in aggregate.
Copy-investor backtest
- Latest quarter
- +6.97%
- 1-year
- +5.05%
- 3-year
- +52.19%
- 5-year
- +53.54%
- 3-year vs S&P 500
- -21.05%
- 5-year vs S&P 500
- -20.55%
- 5-year top 5
- +92.83%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 11 of 17 rows. Rows without a quote are marked unavailable.
| 1 | GOOGL | Google COM | 10.13% | Reduce -3.0% | 161,717 | $122.02M | $754.50 | No quote |
| 2 | QCOM | Qualcomm COM | 8.57% | Add +14.0% | 1,653,648 | $103.3M | $62.47 | No quote |
| 3 | ESRX | Express Scripts COM | 8.44% | Add +11.1% | 1,622,838 | $101.7M | No quote | No quote |
| 4 | CMI | Cummins COM | 7.19% | Add +36.0% | 939,586 | $86.64M | $92.21 | No quote |
| 5 | CTSH | Cognizant Technology COM | 6.96% | Add +11.9% | 1,199,352 | $83.86M | $69.92 | No quote |
| 6 | V | Visa COM | 5.86% | Add +10.0% | 525,868 | $70.61M | $134.28 | No quote |
| 7 | VAR | Varian Medical Systems COM | 5.80% | Add +15.2% | 1,159,456 | $69.94M | No quote | No quote |
| 8 | COH | Coach COM | 5.69% | New | 1,223,191 | $68.52M | No quote | No quote |
| 9 | SCHW | Charles Schwab COM | 5.55% | Add +14.4% | 5,225,011 | $66.83M | $12.79 | No quote |
| 10 | JEC | Schlumberger COM | 4.99% | Add +12.3% | 831,681 | $60.16M | No quote | No quote |
| 11 | GILD | Gilead Sciences COM | 4.95% | Reduce -29.5% | 899,059 | $59.64M | $66.33 | No quote |
| 12 | EMC | EMC COM | 4.91% | Add +13.2% | 2,169,547 | $59.16M | No quote | No quote |
| 13 | EXPD | Expeditors International COM | 4.80% | Add +14.5% | 1,592,291 | $57.9M | $36.36 | No quote |
| 14 | VRSK | Verisk Analytics COM | 4.27% | Reduce -20.5% | 1,080,858 | $51.46M | $47.61 | No quote |
| 15 | PEP | Perrigo COM | 4.16% | Add +13.7% | 431,574 | $50.14M | $116.17 | No quote |
| 16 | SRCL | Stericycle COM | 3.90% | Add +16.8% | 520,024 | $47.05M | No quote | No quote |
| 17 | NOV | National Oilwell Varco COM | 3.82% | Reduce -15.0% | 575,189 | $46.08M | $80.11 | No quote |